Updates

Three ways our simplified fee structure works for you  May 24, 2022 By Matt Syverson, CFP®

You’ve probably heard us talk about our simplified fee structure before, but you may no…

Would a recession right now be that bad?  May 5, 2022 by Jonathan Harrison, CFP®

I remember the first time I saw a forest intentionally set on fire. Forest fires were one of the scariest ideas to a child living deep in the woods of northern Michigan. Growing up, we had over 4…

A safe way to earn 10X more interest than your bank  May 1, 2022 by Derek Hensley, CFP®

Do you have cash that you don’t want to invest in the market but you also don’t want inflation to just eat away? Where do you go in today’s low interest environment with online banks offerin…

Tax-Loss Harvesting: How to make lemonade out of market lemons  April 27, 2022 by Matt Syverson, CFP®

In March, we discussed 10 financial moves you can make in the midst of uncertain times. Today, we want to  dig deeper into #8 on that list: Tax-loss harvesting. If you’re not a hands…

Three habits to build financial contentment  April 22, 2022 by Jonathan Harrison, CFP®

At Sound Stewardship, we talk quite a bit about contentment. It’s one of our two goals for all of our clients, contentment and confidence, which underpin all our seven principles. As I’ve written…